Filed December 10, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $259,967 |
MERCER1 year Service code 16 · EIN 30-0282430 | Consulting | $34,037 |
MOSS ADAMS LLP6+ years Service code 16 · EIN 91-0189318 | Consulting | $12,459 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,542 | $74,462-2.6% | $81,983-11.5% | $90,288-19.7% |
| Participation rate | 88.7% | 69.7%+19.1pp | 69.2%+19.5pp | 73.4%+15.4pp |
| Annual return | 28.29% | 17.56%+10.7pp | 41.31%-13.0pp | 53.97%-25.7pp |
| Employer contribution / active EE | $1,963 | $2,334-15.9% | $2,498-21.4% | $2,524-22.2% |
| Participant deferral / active EE | $3,390 | $3,602-5.9% | $3,722-8.9% | $4,232-19.9% |
| Admin fee / account holder | $103 | $98+4.9% | $5,664-98.2% | $114-9.9% |